Editing a Meeting Agenda


To Access the Edit pages section

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Click Edit pages on the left (towards the bottom)

Agenda Order

Hover your mouse over the 3 vertical lines to the left of an agenda item, click, hold, and drag vertically to change the order. 
Only one agenda item can be adjusted at a time. For example, adjust one agenda item, then refresh the web browser. Then adjust another agenda item, then refresh again

Timer

Click the Edit button to the right of the Agenda Item you wish you update the timer for.

Delete Agenda Item

Click the Delete button.

Add New Agenda Item

Click New Page at the top right.

Add in a Title and duration for each section below at creation.

Important Agenda Information

Each meeting needs a Conclude section or the meeting will be unable to be concluded.

The default Level 10 Meeting™ includes the Segue, Scorecard, Rock Review, People Headlines, To-do List, IDS™, and Conclude.

The default Same Page Meeting includes the Check in, Build Issues List, IDS, and Conclude.

Adding in more than one Scorecard, Rock Review, People Headlines, To-do List, or IDS page does not create a separate set of items, it just duplicates the items if they are already part of the Agenda. There can only be one Scorecard, Rock Review, People Headlines, To-do List, and IDS section in a meeting. See below for additional options.

Additional Page Options

Title Page: 

Similar to the Segue page, but allows for a Subheading.

If one needs to include a link to an outside site from within the meeting, you can include that here. Give the page a Title, and include one of the following in the Subheading:

Use this to have a clickable link:

<a href="https://YourSite.com " target="_blank">See Document Here</a>

Notes Box:

Populates a screen-size note-box during the meeting. Workspace tiles are not available for this Notes Box.

External Page

Link an outside website as an Agenda Page. Typically this only works for the G Suite (Google Docs, Sheets, Forms etc.) We cannot guarantee this option will work for your desired link

This is a great option if you need to show a second scorecard in your meeting

Give the page a Title, and then include the URL for the document. example: https://www.mytractiontools.com

Important External Page Information

Please check with your Information Technology department prior to making file and browser permission changes. 
An External Page link will need to be shared directly (Restricted), by the organization, or by 'Anyone with the link'. Google Drive share permissions can be viewed here:  https://support.google.com/drive/answer/2494822
If not sharing by 'Anyone with the link', the user will need to be logged into their Gmail account in the same browser to view the External Page. 
Google Drive permissions (Viewer, Commenter, Editor) apply while viewing the External Page. 
Blocking browser cookies, specifically third-party cookies, may prevent the external document from displaying.
Some browser extensions may prevent the External Page from loading.
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